William Stagner
William Stagner is a ChFC-designated registered investment advisor at Stagner Financial Advisory, based in Edmond, OK, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 183 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.85% |
| $50K - $500K | 1.85% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.10% |
Lower negotiated rates may be available for passively managed accounts containing primarily bonds, CDs, and treasury notes.
Fee Estimator
Location
2600 E. Memorial Road, Edmond, OK, 73013
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells fixed and traditional insurance, dedicating a few hours per week to this activity. He also participates in competitive fishing, manages personal real estate holdings through Stagner Holdings, LLC and TreeK, LLC, and provides business valuation snapshot services through BizExits R Us.
Employment History
Current Registrations
Stagner Financial Advisory
Previous Registrations
Legacy Advance Solutions LLC
Private Client Services, LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Hartford Equity Sales Company INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Farm Vp Management CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- G Fransen, ChFC
- John Leclercq, CFACirrus Capital LLC
- Larry Awbrey, CFP
- Melinda Warren, CFPHughes Warren, INC.
- Dirk Coetzee, CFPCwm, LLC
- Rayburn Brooks, CFPUnited Planners' Financial Services of America a Limited Partner